1. Help Center
  2. Settings and Preferences

User Roles and Permissions

Learn what permissions or access each user role has withing myCaribou

User Role Permissions at a Glance

  • Administrators (Standard License) may access all areas of myCaribou including all tabs in the Company Profile section, allowing them to edit your company profile, access subscription information, respond to inbound connection requests and grant or remove other user's access to your company.
  • Power Users (Standard License) may access all areas of myCaribou except the tabs in the Company Profile section. In other words, Power Users may access Market Discovery, Find Partners, Dashboards and Workspaces.
  • Team Members (Standard License) may access Conversations as well as any Workspaces they have been invited to. Team Members cannot access your Company Profile, Market Discovery, or Find Partners.
  • FX and Payments Power Users (Standard License) may access all areas of myCaribou except the tabs in the Company Profile section. In other words, Power Users may access FX and Payments, Market Discovery, Find Partners, Dashboards and Workspaces.
  • If you are using a Free Listing License, you will only have access to our free listing features. User role permissions will also impact access for listing license users.   
    • Free listing features include: collaborating in a workspace that you were invited to by a partner company; responding to opportunities posted by other companies; updating your company profile; responding to connection requests and messages in your inbox. 

User Role Permissions in Detail

  ROLES
  Administrator FX and Payments Power User Power User Team member Listing Administrator
 
Manage Personal Profile Y
Manage Notification/Personal Preferences Y Y Y Y N
Messages and Notifications Y N
Inbox - Conversations Y Y N
Inbox - Invitations Y Y Y (active invitations only)
Global Dashboard  N N
FX and Payments N N
Market discovery N N
My Partners Y Y (can only access partnerships you were invited to by a partner)
All Workspaces  Y Y Y Y

Y (can only access workspaces you were invited to by a partner)

Manage Company Profile  Y
Manage Connection Requests N Y
Manage Users (including add new licenses)  Y N Y
Manage Company Subscription  N Y
Find Partners Y Y Y N N
Recommended Partners Y Y Y N N
Shortlists N N
Find Opportunity Posts N Y
My Opportunity Posts Y Y Y N N
My Responses Y Y Y N Y